Profiles
- Vera Kamiroski
- Aakash.Sharma
This feature allows you to create and manage your personal profile information on ePRINTit SaaS system.
Getting Started:
To access the Profiles screen, the user simply needs to log in to the ePRINTit SaaS and on the menu bar navigate to the Configuration/Settings/Profiles area. This feature is managed by permissions and the user must be also associated with a group that allows the user to access this option. To get more information about groups and how to associate them with a role type that has this permission, click here.
Adding a New Profile
Click on the Add button.
Enter the profile’s required information.
Click on the Add button to create a new profile.
Updating a Profile
Click on the three dots under the Actions column and select the Edit option.
The Edit Profile screen will be displayed. Update all necessary fields and click on Update button.
Deleting a Profile
Click on the the three dots under the Actions column and select the Delete option.
A confirmation message will be displayed. Once confirmed, the profile will be deleted from the ePRINTit SaaS system.
Instructions
Customer Name
The client name provided during the onboarding process, for which the profile will be created.
Profile Name
The profile name is usually the name that appears on a user's profile and is often used to identify the user on the ePRINTit SaaS system.
Profile Type
The profile type is the category or classification that a user's profile falls under. On the ePRINTit SaaS system, there are two types of profiles:
Tags
The ePRINTit SaaS system offers you a range of functions that save time and effort. These functions also include tags. Tags can be created and assigned to a profile so that the respective profile can be found more easily using the filter.
For example, you can create a tag “login” and assign this tag to all users that are related to it. Afterward, you can filter all the login-relevant users and get an overview of which users are currently in the login filter. Since anyone can create a tag, it is best to think of a system beforehand so that there is a structure and clear overview.
Profile Status
The ePRINTit SaaS system offers the users the possibility of changing the profile status. If the profile is active, all users under that profile have the same permission and can access the permitted areas.
If the profile is inactive, it cannot be associated with new or existing users in the ePRINTit SaaS system.
If users are already associated with the profile when it is inactivated, the users will lose all permissions related to the profile.
Disable Confirmation
This setting enables or disables confirmation messages displayed in the system tray when a software is installed and configured with one of the available profiles.
Auto Update
The ePRINTit SaaS system offers the users the possibility automatically updates the software installed, which are configured with one of the driver profiles created. Automatic updates will occur if the Auto Update field is enabled.